Related product Collections Management

Open Access Materials Pilot Project

As part of its FY18 annual project, the CARLI Collection Management Committee (CMC) developed guidelines for an Open Access eBook Collection Pilot Project in FY2019. The goal of this pilot project is to test procedures for adding records for scholarly and stable open access eBooks to the I-Share catalog. The pilot will also identify collections that non-I-Share libraries may wish to add to their local catalog. The steps laid out in these guidelines will enable CARLI to create a central repository of open access eBook records meeting the needs of the majority of members. The collection will be managed and maintained by CARLI staff and committees.

This pilot phase focuses on open access eBooks that have records available in OCLC WorldShare Collection Manager Knowledge Base. Following a pilot phase, this policy may be updated to include a broader range of open access materials. In future years the CMC should look for ways to encourage member libraries to suggest materials to be added to OA collection, including materials that require original cataloging.

The Committee will review OA collections in OCLC WorldShare Collection Manager Knowledge Base  to identify potential collections.

Guidelines Updated March 2021

The Committee, CARLI Staff, and other volunteers will select materials based on the following criteria:

  • The collection/provider is listed in a recognized directory of Open Access content, such as the Directory of Open Access Books.
  • Materials are peer-reviewed or appropriately scholarly.
  • Materials are released under an Open Access License.
  • Materials have a stable URL.
  • Materials are archived in a secure digital repository.
  • There are no significant limitations to the readability or navigability of materials.

Desirable Characteristics of Materials:

  • English language (and possibly Spanish language material)
  • Academic or university publishers
  • Content appropriate for a broad academic audience
  • Content that will not become dated
  • Current collections (as opposed to digitized historical collections)
  • Supports article - or chapter - level linking, if applicable

Undesirable Materials:

  • Non-English language material
  • Self-published materials
  • Highly specialized materials
  • Material available in another collection that is widely available to CARLI members
  • Digitized historical collections

CARLI Staff will be responsible for adding and updating records in I-Share. The collection will be updated regularly based on committee recommendations communicated to CARLI. For cataloging in I-Share, the following is proposed:

  • Collection name: CARLI Open Access Materials
  • Location name: CARLI Open Access Materials
  • Material type: E-Resource
  • Link: Connect to eMaterial (Available to all)

This collection will be made optional for local catalogs in the same fashion as the HathiTrust collection.

Policy Review

The Collection Management Committee will review this policy annually and revise when necessary to incorporate changes that reflect member library preferences and developments in Open Access publishing.

Materials added to the CARLI Open Access Collection

Title of Collection OCLC Knowledgebase Name
(if available in OCLC KB)
Pending Addition to CARLI Open Access Materials* Date Added to CARLI Open Access Materials** Number of Items in Collection as of Date Added Number of items in Collection as of 6/30/2020
Books at JSTOR Open Access jstor.oaebooks November 2018 March 2019 5,147 6,397
Luminos Open Access University of California Press global.930.29 February 2019      
Project Muse Open Access Ebooks global.930.25 & global.2926.139 February 2019      
Springer Nature Open Access eBooks springerlink.oaebooks February 2019      
Getty Publications Virtual Library global.63919.16 April 2020      

*Collection has been approved for addition to the CARLI Open Access Materials Collection. Currently under internal processing.
**Collection has been loaded and is now viewable in I-Share as well as for those libraries that have “opted in” to have the collection visible in their local OPAC.